Anirudh (Cadence President and CEO) had two fireside chats during CadenceLIVE 2025, the first with Jensen Huang (Founder and CEO of NVIDIA) to kick off the show, and later in the day with Lip-Bu Tan (CEO of Intel). Of course Jensen and Lip-Bu also turn up for other big vendor shows but I was reminded that there is something special about… Read More
The great things about CEO keynotes, at least from larger companies, is that you not only learn about recent advances but you also get a sense of the underlying algorithm for growth. Particularly reinforced when followed by discussions with high profile partner CEOs on their directions and areas of common interest. I saw this recently… Read More
SNUG is the premier event for Synopsys to showcase its technology and impact on the industry. This year’s SNUG did not disappoint. The two-day event packed many fantastic user presentations along with exciting news of innovation from Synopsys. Jensen Huang and Sassine Ghazi even held a live, interactive Q&A session. Compelling… Read More
Nvidia renaming to reflect AI reality
Nvidia which is now clearly seen as … Read More
After the leadership transition at the top, Synopsys had just a little more than two months before the company’s flagship event, the Synopsys User Group (SNUG) conference. The Synopsys user community and entire ecosystem were waiting to hear new CEO Sassine Ghazi’s keynote to learn where the company is going and its strategic … Read More
Five years ago Uber nearly singlehandedly wiped out the prospect of a self-driving car industry with the inept management of its autonomous vehicle testing in Phoenix which led to a fatal crash. The massive misstep instantly vaporized tens of billions of dollars of Uber’s market cap and sent the company’s robotaxi development… Read More
Before founding SemiWiki I competed with Arm on many different levels throughout my career and I have had various business dealings with them since. SemiWiki also published the definitive book on Arm: “Mobile Unleashed” which goes deep into the history of Arm and the top SoC companies (Qualcomm, Apple, and Samsung).… Read More
On March 16, 2019, Google introduced the world to its cloud-based, multi-platform gaming service, Stadia. Described as “a gaming platform for everyone” by Google CEO Sundar Pichai at the Game Developers Conference, Stadia would make high-end games accessible to everyone. The video gaming industry, as we know it, will never … Read More
The Broadcom acquiring Qualcomm drama is still dominating the fabless semiconductor back channel. This week I will be at the SEMI ISS Conference with Scott Jones and several hundred high level semiconductor professionals so it will be interesting to hear the hallway chatter. When it was first announced I was in the minority in … Read More
There hasn’t been this much excitement in Munich since the 1920’s. Nvidia’s great pivot was on display at the GPU Technology Conference Munich 2017. Digital dashboards are out and robotaxis are in as Nvidia narrows its focus on the tip of the automotive industry disruption spear.
To be clear, Nvidia is triangulating on the automotive… Read More
